Lee Dunkley Dip.Cii

Lee Dunkley Dip.Cii Email and Phone Number

Appointed representative of M&G Financial Planning Ltd @
Lee Dunkley Dip.Cii's Location
Bideford, England, United Kingdom, United Kingdom
About Lee Dunkley Dip.Cii

I have gained over 30 years of experience in the financial services industry. With 10 years employed as an IFA. throughout this time I have developed and build relationships with high net worth clients advising them on complex products including wealth structuring, inheritance tax planning and long term care.I have an expert knowledge of investments and protection with an excellent understanding of the industry.Prior to this I spent 10 years in South Africa before returning home and serving in the Royal Navy .I am qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers; known as restricted advice service

Lee Dunkley Dip.Cii's Current Company Details
Lee Dunkley wealth management Limited

Lee Dunkley Wealth Management Limited

Appointed representative of M&G Financial Planning Ltd
Lee Dunkley Dip.Cii Work Experience Details
  • Lee Dunkley Wealth Management Limited
    Director
    Lee Dunkley Wealth Management Limited May 2020 - Present
    United Kingdom
    Bespoke financial planning
  • Rbs
    Financial Advisor Dip Cii
    Rbs Mar 2003 - Dec 2014
  • Lloyds Banking Group
    Financial Advisor
    Lloyds Banking Group Mar 2001 - Mar 2003
  • Hsbc
    Financial Advisor
    Hsbc 1998 - 2001
  • Hambro Assured
    Financial Advisor
    Hambro Assured 1995 - 1998
  • Prudential Financial
    Financial Advisor
    Prudential Financial 1992 - 1995
  • Nationwide Insurance
    Financial Advisor
    Nationwide Insurance 1990 - 1992

Lee Dunkley Dip.Cii Skills

Financial Services Inheritance Tax Planning High Net Worth Individuals Wealth Management Investment Advisory Banking Fixed Income Bonds Private Banking Income Protection Relationship Management Long Term Care Life Insurance Critical Illness Portfolio Management

Lee Dunkley Dip.Cii Education Details

  • Durban Institute Of Technology
    Durban Institute Of Technology
  • Pinetown High School
    Pinetown High School

Frequently Asked Questions about Lee Dunkley Dip.Cii

What company does Lee Dunkley Dip.Cii work for?

Lee Dunkley Dip.Cii works for Lee Dunkley Wealth Management Limited

What is Lee Dunkley Dip.Cii's role at the current company?

Lee Dunkley Dip.Cii's current role is Appointed representative of M&G Financial Planning Ltd.

What schools did Lee Dunkley Dip.Cii attend?

Lee Dunkley Dip.Cii attended Durban Institute Of Technology, Pinetown High School.

What skills is Lee Dunkley Dip.Cii known for?

Lee Dunkley Dip.Cii has skills like Financial Services, Inheritance Tax Planning, High Net Worth Individuals, Wealth Management, Investment Advisory, Banking, Fixed Income, Bonds, Private Banking, Income Protection, Relationship Management, Long Term Care.

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